JS
About
Jim Shaughnessy is an Equity Analyst at Wasatch Global Investors, recognized as WASATCH ADVISORS LP in some industry databases. He primarily focuses on equity research, supporting the firm’s investment decisions with deep industry analysis, particularly within sectors covered by Wasatch’s global and U.S. small- and mid-cap equity strategies. While specific sector coverage details are not publicly disclosed for him individually, Wasatch is well known for expertise in technology, healthcare, consumer, and industrial sectors, especially among small and mid-cap growth companies, suggesting his responsibilities likely align with these areas.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wasatch Global Investors | Equity Analyst | Jul 2024 to Present | — |
| RS Investments | Equity Analyst | Oct 2019 to Jun 2024 | — |
| RS Investments | Equity Associate | Jan 2018 to Sep 2019 | — |
| RBC Capital Markets | Vice President, Internet | May 2015 to Jan 2018 | — |
| Mizuho Securities USA Inc. | Senior Research Associate, Software | Sep 2014 to May 2015 | — |
| Oppenheimer & Co. | Research Associate, Communications and Cloud Services | Jul 2012 to Aug 2014 | — |
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Trinity University
B.A., Major: Economics Minor: Spanish
United States Naval Academy
Economics
Skills & Expertise
Investments
Financial Modeling
Equities
Mergers & Acquisitions
Equity Valuation
Equity Research
Bloomberg
Finance
Strategy
Analysis
Factset
Microsoft Excel
Microsoft Office
Financial Analysis
PowerPoint
Business Strategy
Valuation
Leadership
Social Media
See 2+See Less
Capital Markets
Software
Financial Services
SAN
Microsoft Word
Customer Service
SQL
Research
Mergers and Acquisitions
Services
Securities
Others at Wasatch Advisors LP (33)
| Name | Role | Location |
|---|---|---|
A Aaron Conway | Equity Research Analyst | United States |
A Ajay Krishnan | portfolio manager | Salt Lake City, UT , United States |
A Angela Wertman | Equities Trader | Salt Lake City, UT , United States |
A Austin Bone | Portfolio Manager | Salt Lake City, UT , United States |
 | Equity Research Analyst | Salt Lake City, UT , United States |
 | Head Trader | Salt Lake City, UT , United States |
 | Senior Research Analyst | Salt Lake City, UT , United States |
D Dan Chace | Portfolio Manager | Salt Lake City, UT , United States |
 | Senior Research Analyst | Dallas, TX , United States |
 | Senior Research Analyst | Seattle, WA , United States |
Showing 1-10 of 33 team members